+522.4%
KORU vs ALLY
+69.8%
+452.5%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ALLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -3.3% | +4.9% | +4.4% |
| 7D | +24.3% | +1.0% | +23.3% | +23.1% |
| 30D | +37.3% | -3.3% | +40.6% | +41.0% |
| 3M | -32.8% | +0.5% | -33.2% | -31.7% |
| 6M | +36.9% | +12.6% | +24.3% | +27.7% |
| YTD | +162.6% | -4.7% | +167.3% | +175.7% |
| 1Y | +467.0% | +5.2% | +461.8% | +447.6% |
| 3Y | +522.4% | +66.5% | +455.9% | +362.3% |
| All | +522.4% | +69.8% | +452.5% | +362.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ALLY.
Daily Out/Under-Performance
Portfolio return minus ALLY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALLY return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded ALLY wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling